+1,082.1%
NI vs VO
+827.2%
+254.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +2.0% | -0.3% | +2.3% | +2.2% |
| 30D | -3.5% | -0.3% | -3.2% | -3.4% |
| 3M | -9.1% | +2.9% | -12.1% | -10.9% |
| 6M | -11.8% | +9.3% | -21.2% | -17.0% |
| YTD | +1.1% | +14.2% | -13.1% | -7.6% |
| 1Y | +6.7% | +15.3% | -8.6% | -3.2% |
| 3Y | +71.1% | +56.2% | +14.8% | +26.2% |
| 5Y | +94.3% | +42.4% | +51.9% | +49.3% |
| 10Y | +135.8% | +194.7% | -59.0% | +8.5% |
| All | +1,082.1% | +827.2% | +254.9% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling